Making One-Time E-Check and Card Payments 1,2 Quick Reference Guide

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Collin Rogers
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H O M E O W N E R S ASS O C I A T I O N SER V I C E S Making One-Time E-Check and Card Payments 1,2 Quick Reference Guide This guide walks you through making quick one-time payments using an e-check

1 H O M E O W N E R S ASS O C I A T I O N SER V I C E S Making One-Time E-Check and Card Payments 1,2 Quick Reference Guide This guide walks you through making quick one-time payments using an e-check or credit/debit card without registering for an account. Association Name/Homeowner ID First, prepare to make your payment by locating the correct association information. There may be many similarly named associations across the country, so please find the exact association name and its city/state as well as your management company s name on your coupon or statement. Your Homeowner ID may also be referred to as an account or unit number. This is assigned by your management company to identify the property. You may find that the system cannot locate the association name and homeowner ID entered. Please verify if the correct information was entered. If it appears you entered it correctly based on your coupon or statement or you can t locate a coupon or statement, contact your management company for further assistance. E-Check Payment When you enter your routing number, reference a check, not a deposit slip. The deposit slip routing number is an internal bank routing number and if it is entered, the payment will be rejected. If your financial institution s savings and checking routing and account numbers are the same, the payment will default to the checking account. If you are paying from a credit union, money market, or business account, check with your financial institution to verify the correct numbers to use. Card Payment You will be asked to enter your full credit/debit card number, expiration date, and Card Verification Value (CVV) code. The CVV code is located either on the back or front of your card: - MasterCard, Visa, and Discover : three-digit code on the back of the card to the right of the signature line - American Express : four-digit code on the front of the card above the last digits of the card number Please note: - There is a $14.95 technology fee that will be added to each card transaction. - The maximum amount that can be paid using a card is $5, Additional fees may be applied by your credit/debit card issuer. - Card payments are processed by a third-party vendor. FOR CLIENT USE ONLY 1

2 Go to HOABankservices.com Under the Online Payments for Homeowners section on the left-hand navigation bar, click Make Payment Click Make a One Time Payment 2

3 Enter at least 5 digits of the Homeowner Association Name. Click Find A potential list of matching associations will be loaded (as you enter more information, your options will be narrowed) Select your association from the dropdown 3

Payment If it IS NOT correct, click Search Again to be brought back to the

4 Enter your Homeowners ID Click Continue Determine if the correct property information is reflected If it is correct, click on Yes, Continue to Make a Payment If it IS NOT correct, click Search Again to be brought back to the Find Your Property page or Cancel if you need to exit back to the Make a Payment page 4

5 NOTE: If you are presented with this page notifying you that the property can t be located, you may have entered information that does not match the information provided by your management company. Check your coupon or statement to determine if you entered incorrectly. Click on Try Again and re-enter Verify the property information Click Change Property if necessary 5

6 Enter the Payment Amount Click CREDIT CARD or E- CHECK, then scroll down to complete the required information E-Check Complete all Billing Information fields 6

7 Click the Checking Account or Savings Account radio button to select the account type Enter and re-enter your Routing Number Enter and re-enter your Account Number Click Submit Payment NOTE: If you are not brought to the Authorization page, look for any fields outlined in red or scroll to the top of the page to determine the details of the error, such as entering the contact number incorrectly 7

8 Authorize Your Payment Enter your first and last name in the Type Your Name Here: field Read the E-Sign Agreement and Authorization Agreement and click the checkmark box acknowledging that you have read it Click Authorize Payment 8

9 A confirmation message will appear letting you know that the e-check payment was successful Keep the Confirmation # for future research, if necessary A confirmation will be sent to the address provided Save the confirmation for future research, if necessary 9

10 Credit card Complete all Billing Information fields Review that the HOA Payment amount is correct NOTE: The Payment Total reflects the amount you entered + the $14.95 Technology Fee Click Continue 10

NOTE: If you are not brought to the Authorization page, look for any fields outlined in red or scroll to the top of the page to determine the details of the error, such as entering the phone number

11 NOTE: If you are not brought to the Authorization page, look for any fields outlined in red or scroll to the top of the page to determine the details of the error, such as entering the phone number incorrectly Enter the Card Number Use the dropdowns to choose the month / year of the Expiration date Enter the CVV (based on card type: see page 1 of this guide for more information) Click Process Credit Card to complete the payment 11

12 A confirmation message appears letting you know that the credit card payment was successful Keep the Confirmation # for records for future research, if necessary A confirmation will be sent to the address provided Save the confirmation for future research, if necessary 1 Payments made Monday through Friday (excluding federal holidays) after 8 p.m. ET / 5 p.m. PT and between Friday 8 p.m. ET/5 p.m. PT and Monday 8 a.m. ET/5 a.m. PT will be processed the next business day. Recurring card payments are not available. 2 A $14.95 fee will be assessed for each card payment. The maximum payment amount for each card transaction is $5,000. Additional fees may be applied by the cardholder's credit/debit card issuer. Payments made Monday through Friday (excluding federal holidays) after 8 p.m. ET/5 p.m. PT and between Friday 8 p.m. ET/5 p.m. PT and Monday 8 a.m. ET/5 a.m. PT will be processed the next business day. Recurring card payments are not available MUFG Union Bank, N.A. All rights reserved. Member FDIC. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A (11/18) 12

Approver The NAU employee that has been assigned the responsibility for monitoring and approving PCard activity for assigned Reconcilers.

Approver The NAU employee that has been assigned the responsibility for monitoring and approving PCard activity for assigned Reconcilers. PCard Reconciliation Overview Definitions Reconciliation Process Search for Transactions Description of Billing Tab Description of the Transaction Tab Adding Use Tax through Purchase Details Overview PCard